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For Companies At a Glance
- Tasks: Build and grow your own client base while providing tailored financial advice.
- Company: Skybound Wealth Management, a global financial advisory firm with a supportive culture.
- Benefits: Competitive pay, remote work flexibility, and access to advanced technology.
- Other info: Join a diverse team with excellent growth opportunities and centralised support.
- Why this job: Make a real impact by helping clients achieve their financial goals internationally.
- Qualifications: Level 4 qualification in financial advice and experience as a financial adviser.
The predicted salary is between 50000 - 70000 £ per year.
About Us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Bournemouth but open to advisers working with us anywhere in the country on a remote basis.
Job Overview
We are looking for an experienced self‑employed Private Wealth Adviser to join our UK team, with a clear focus on building and growing a client base across the UK. This role is suited to advisers who enjoy client acquisition and long‑term relationship management. You will be supported by a fully licensed, multi‑jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth. Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.
Key Responsibilities
- Building and Growing a Client Base
- Develop and grow your own client book through referrals, professional networks, events and proactive outreach
- Convert prospects into long‑term advisory relationships
- Retain and deepen client relationships over time through high‑quality advice and service
- Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships
- Client Advice and Ongoing Planning
- Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
- Review and adapt client plans in line with changing goals, circumstances and market conditions
- Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions
What We’re Looking For
- Essential
- Level 4 qualification in financial advice or equivalent
- Previous experience as a practising financial adviser
- Commercial mindset with a clear focus on growth and client acquisition
- Ability to work autonomously while leveraging central support teams
- High standards of professionalism, organisation and follow‑through
- Desirable
- An existing client base that can be transferred, with competitive terms offered
- Additional licences or willingness to obtain further regulatory permissions
- Experience advising expatriate or international clients
Why Skybound Wealth Management
- Built for International Advice
- We are licensed globally and support advisers with advising clients across multiple jurisdictions.
- Plume Technology
- Plume technology designed to reduce administrative burden and maximise adviser time with clients.
- Freedom with Support
- Build your own book while benefiting from centralised compliance, operations and paraplanning.
- Performance‑Led Reward
- Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships.
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Private Wealth Adviser - Self-Employed employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Adviser - Self-Employed
✨Tip Number 1
Network like a pro! Get out there and connect with potential clients through events, social media, and professional networks. The more people you meet, the more opportunities you'll have to grow your client base.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights and advice related to wealth management. This not only builds your credibility but also attracts clients who are looking for knowledgeable advisers.
✨Tip Number 3
Follow up consistently! After meeting potential clients, make sure to reach out and keep the conversation going. A simple email or call can turn a prospect into a long-term advisory relationship.
✨Tip Number 4
Leverage our resources! Apply through our website to access Skybound's brand, marketing support, and technology. We’re here to help you focus on what you do best – advising clients and growing your business.
We think you need these skills to ace Private Wealth Adviser - Self-Employed
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your previous experience as a financial adviser. We want to see how you've built and managed client relationships in the past, so don’t hold back on those success stories!
Tailor Your Application: Take a moment to customise your application for us at Skybound Wealth Management. Mention how your skills align with our focus on client acquisition and long-term relationship management. It shows you’ve done your homework!
Be Professional Yet Personal: While we appreciate professionalism, we also love a bit of personality! Let your unique voice shine through in your application. We’re looking for someone who can connect with clients, so show us how you do that.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Stuff
Make sure you’re well-versed in financial advice, especially around investments, pensions, and tax planning. Brush up on the latest market trends and regulations, as this will show your expertise and commitment to providing high-quality advice.
✨Showcase Your Client Acquisition Skills
Prepare examples of how you've successfully built and grown a client base in the past. Highlight your strategies for converting prospects into long-term relationships, as this is crucial for the role. Be ready to discuss your approach to networking and referrals.
✨Demonstrate Your Autonomy
Since this role requires working independently, be prepared to talk about how you manage your time and resources effectively. Share instances where you’ve taken initiative and leveraged support teams to enhance your client service.
✨Emphasise Relationship Management
Discuss your philosophy on client retention and how you maintain strong relationships over time. Provide specific examples of how you’ve adapted client plans based on changing circumstances, showcasing your holistic approach to financial advice.